Group 1: Company Strategy and Market Position - The company plans to expand its main engine market, with a focus on high-quality projects. The completion of the "annual production of 6.29 million sets of high-end automotive bearing intelligent construction project" is expected to enhance production capacity and product structure [1] - The company has developed lightweight, high-sealing, low-friction bearings with smart chips for applications in automated parking and intelligent driving, although these products currently represent a small sales percentage [2] - The company has established a differentiated manufacturing advantage through a tailored supply chain and a flexible production line capable of small-batch, multi-variety, and quick response, with over 6,000 product models covering mainstream global vehicle types [2] Group 2: Robotics and Future Capacity Planning - The company is focusing on the research and mass production of harmonic reducers, which are applicable in various robotic scenarios. Core equipment for this product line is expected to be in place by the end of 2024, with plans for a second production line investment in H1 2025 to meet future market demand [2]
斯菱股份(301550) - 浙江斯菱汽车轴承股份有限公司2025年2月14日投资者关系活动记录表